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Blog

Leslie Beck | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Leslie Beck | Nov 9, 2022

The 2023 Social Security Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Leslie Beck | Nov 9, 2022

Retiring Abroad? What You Need to Know

Retirement
Lifestyle
Travel
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Leslie Beck | Mar 31, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Leslie Beck | Mar 31, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Leslie Beck | Jan 6, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Leslie Beck | Oct 30, 2020

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Leslie Beck | Oct 30, 2020

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Leslie Beck | Oct 30, 2020

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Leslie Beck | Aug 10, 2020

Choosing a Roth IRA

Retirement
Roth IRA
IRA
Savings
Roth IRAs can be a very effective way to save for retirement. The after-tax dollars won’t allow you to claim a tax deduction as you might on a traditional IRA
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Leslie Beck | Jul 2, 2020

Financial Planning Lessons from the Covid-19 Crisis

Financial planning lessons
Covid-19
financial professional
None of us expected an economic upheaval spawned by a health crisis as the year began. But let’s not forget that the fundamentals–the core financial precepts
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Leslie Beck | Jun 30, 2020

3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Finance
Personal Finance
financial professional
do-it-yourself

 

Intro

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all

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Office

9 Lincoln Avenue, Ground Floor
Rutherford NJ 07070

Contact Info

(201) 933-1790
leslie@compasswealthmanagement.net

 

Get in Touch

Advisory services offered through Strategic Blueprint, LLC and Compass Wealth Management LLC. Financial planning offered by Compass Wealth Management LLC. Supervising office at 678-954-4130.  Leslie Beck and Martin Siesta are investment adviser representatives of Strategic Blueprint, LLC and Compass Wealth Management LLC.  Strategic Blueprint, LLC is otherwise unaffiliated with Compass Wealth Management LLC.

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